Agentic AI Won’t Scale in Wealth Management Until It "Owns" the Advisor-Client Meeting Cycle

Agentic AI will not scale until it assumes that coordinating role. It needs to “own the meeting cycle,” and by that I do not mean replacing the advisor, becoming the system of record, or acting without human oversight. I mean maintaining operational continuity — assembling context, preserving relationship memory, coordinating approved actions, and carrying commitments through to completion.

By Luke Penca